Amy Lampert Location
Needham, MA, US
Amy Lampert Work
- 2011 - now Financial Advisor @ The Bulfinch Group
- 2005 - 2008 Head of Sales and Service @ Bank of Bermuda - HSBC Group
- 2001 - 2002 V.P., Branch Mgr. Wealth Management, Boston, MA @ BNY Mellon Financial
- 1984 - 1996 S.V.P. Director Corporate Learning and Development; Senior H.R Officer; V.P. Sales NYC Region @ UBS Group AG
- 1984 - 1996 Regional Sales Mgr., Branch Mgr., Private Wealth Management @ UBS Group AG
Amy Lampert Education
- Tufts University
M.A.; M Ed. (French; Education)
1983 - 1987 - New York University
B.A. (Psychology and French)
- Wharton Business School
(Securities Industry Institute)
Amy Lampert Skills
- Strategic Planning
- Business Strategy
- Retirement Planning
- Retirement
- Financial Analysis
- Strategic Financial Planning
- Securities
- Investment Advisory
- Investments
- Wealth Management
Amy Lampert Summary
Amy Lampert, based in Needham, MA, US, is currently a Financial Advisor at The Bulfinch Group. Amy Lampert brings experience from previous roles at Bank of Bermuda - HSBC Group, BNY Mellon Financial and UBS. Amy Lampert holds a 1983 - 1987 M.A.; M Ed. in French; Education @ Tufts University. With a robust skill set that includes Strategic Planning, Business Strategy, Retirement Planning, Retirement, Financial Analysis and more. Amy Lampert has 2 emails and 2 mobile phone numbers on RocketReach.
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